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Relationship Manager Investment Product

3.00 to 8.00 Years   Bhubaneswar   23 Nov, 2022
RHODOKS CONSULTANCY AND MANPOWER SOLUTIONS PRIVATE LIMITED
Job LocationBhubaneswar
EducationNot Mentioned
SalaryRs 4.0 - 9 Lakh/Yr
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Profile - Relationship Manager Investment productCompany - Leading stock Broking CompanyPackage - Upto 10 lpaLocation - Patna, Raipur, Bhubaneshwar, Durgapur, kolkata, SiliguriJOB DESCRIPION
    • The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
    • He/She would be responsible to drive the TPP sales through branch sales team and advisors.
    • Maintaining client relationships and generate AUM from preferred clients.
    • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
    • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
    • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
    • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
    • To conduct and assist in organizing seminars, workshops and other business development activities.
    Qualifications: -An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financialplanning/Wealth Management. Other qualifications like CFP will be an advantage.If you are intrested to apply plz share your CV on hidden_email or call/whatsapp on hidden_mobile

Keyskills :
pmsbondsinvestment productshni saleswealth managementportfoliohni client handlingpcgaif

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